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Asset Planning Services (Pennsylvania)’s Sherwin-Williams SHW Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-696
Closed -$64K – 246
2015
Q2 		$64K Buy
+696
New +$66K 0.06% 94

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SHW Position: Q3 2015 in Review

Asset Planning Services (Pennsylvania) sold out of Sherwin-Williams (SHW) in Q3 2015, closing a stake of 696 shares — an estimated $64K sold.

Asset Planning Services (Pennsylvania) first reported a position in SHW in Q2 2015 and held it in 1 quarter. The position peaked at $64K in Q2 2015. 630 funds tracked by Wall St. Rank hold SHW as of Q3 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining Sherwin-Williams position as of Q3 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 696 Sherwin-Williams shares in Q3 2015, an estimated $64K.
  • Asset Planning Services (Pennsylvania) first reported a position in Sherwin-Williams in Q2 2015 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Sherwin-Williams position peaked at $64K in Q2 2015.
  • 630 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2015, filed 13 Jan 2017.